NAMI Western Carolina Inc (EIN 561492905) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Principal Officer

Boris Fernandez

Phone

8285057353

Tax Period

2024-01-01 to 2024-12-31

NAMI Western Carolina Inc, founded in 1987, is a small nonprofit that reported $262K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $75K, a strong 29% operating margin.

Mission

NAMI provides support, education, advocacy, and public awareness so that all individuals and families affected by mental illness can build better lives.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $244,571

Program Service Revenue $16,630

Investment Income $346

Other Revenue $0

TOTAL REVENUE $261,547

Expense Breakdown

Grants Paid $4,580

Salaries & Benefits $141,740

Fundraising Expenses $7,643

Program Expenses $159,480

Other Expenses $40,089

TOTAL EXPENSES $186,409

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,547	$141,601	+0.8%
Expenses	$186,409	$126,553	+0.5%
Net Income	$75,138	$15,048	+4.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$85,098

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robin Payne	Executive Director	40.00	Officer	$85,098	$0	$85,098
Joanne Kalp	President	1.00	Officer Director	$0	$0	$0
Doug Harris	Vice-President	1.00	Officer Director	$0	$0	$0
Boris Fernandez	Treasurer	1.00	Officer Director	$0	$0	$0
Lauren Edgerton	Secretary	1.00	Officer Director	$0	$0	$0
Sara Fink	Board Member	1.00	Director	$0	$0	$0
Grant Hellyer	Board Member	1.00	Director	$0	$0	$0
William Hamilton	Board Member	1.00	Director	$0	$0	$0
Krista Engles	Board Member	1.00	Director	$0	$0	$0
Katie Huntley	Board Member	1.00	Director	$0	$0	$0
Brian Hilligoss	Board Member	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$261,547	$186,409	$387,552	$75,138
2022	$238,111	$56,396	$297,366	$181,715
2020	$40,997	$27,354	$106,446	$13,643
2019	$27,574	$20,019	$94,500	$7,555
2018	$23,991	$20,137	$85,253	$3,854

NAMI Western Carolina Inc